How to Avoid Probate

Probate and How to Avoid It When your time on this planet finally comes to an end, your family and closest friends will already be suffering from immense grief due to your loss. For this reason, probably the last thing you want to do is to cause them more stress and...

Estate Planning is More than Just Taxes

Gratitude and Estate Planning Below is a really good article on estate planning and how it is more than just a tax review.  As they say, not only the wealthy need estate planning.  It goes through some of the nuts and bolts of the estate planning process...

Some Complications on Estate Planning without Heirs

Estate planning without spouse or children can get complicated When a person dies, his or her possessions usually pass to the spouse or children. However, when someone with no immediate family dies, the process can become complicated. Stephen Rudolph, president of HW...

Father’s Day Estate Planning

Some Father’s Day estate planning advice for you So, it’s father’s day.  The day we get to celebrate our fathers.  I recently lost my father and sat down to talk to my family members about estate planning – not the most exciting...

Just Do It – Get your Will Drawn Up

Get Your Will Drawn Up – Just Do It As Shia LeBeouf said, Just Do it. The need for a good will or trust is imperative for all people.  The Wall Street Journal just ran an article on how you should not delay, but instead work hard to get the will...

Do Not Delay Your Estate Planning

Keeping your Estate Plan Current for the Benefit of your Heirs It’s not surprise to us in the estate planning world, but a recent study shows that only 26% of all wealthy individuals have a complete estate plan.  We totally understand.  There are...

Estate Planning and Blended Families

Estate Planning – Blended Families There are lots of issues with the new world that we live in.  The old world of a single nuclear family still exists, but in much fewer numbers than in years past.  So, as you can believe, we see a lot of new types of...